Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,311 | $197,591-85.2% | $177,821-83.5% | $158,922-81.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 16.44% | 58.76%-42.3pp | 48.32%-31.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,137 | $8,405-62.7% | $7,714-59.3% | $5,982-47.6% |
| Admin fee / account holder | $179 | $15,399-98.8% | $12,427-98.6% | $11,246-98.4% |